Booz Allen Hamilton Holdings 099502106 US0995021062 BBG000R2YFG7 07/23/2025 A non-binding advisory vote on the compensation program for the Company's named executive officers as disclosed in the Compensation Discussion and Analysis section of the proxy statement. SECTION 14A SAY-ON-PAY VOTES ISSUER 50000 0 FOR 50000 FOR Capri Holdings Limited G1151C101 VGG1890L1076 BBG0029SNR63 08/07/2025 To hold a non-binding advisory vote on executive compensation ("say on pay"). SECTION 14A SAY-ON-PAY VOTES ISSUER 750000 0 FOR 750000 FOR Capri Holdings Limited G1151C101 VGG1890L1076 BBG0029SNR63 08/07/2025 To hold a non-binding advisory vote on the frequency of the advisory vote on the Company's executive compensation ("say on frequency"). SECTION 14A SAY-ON-PAY VOTES ISSUER 750000 0 FOR 750000 FOR Mr. Cooper Group Inc. 62482R107 US62482R1077 BBG002V098F7 09/03/2025 To vote on an advisory (non-binding) proposal to approve the compensation that may be paid or become payable to Mr. Cooper's named executive officers that is based on or otherwise related to the mergers (the "merger-related compensation proposal"). SECTION 14A SAY-ON-PAY VOTES ISSUER 150000 0 FOR 150000 FOR Fedex Corporation 31428X106 US31428X1063 BBG000BJF1Z8 09/29/2025 Advisory vote to approve named executive officer compensation. SECTION 14A SAY-ON-PAY VOTES ISSUER 95500 0 FOR 95500 FOR Ton Strategy Co 92337U302 US92337U3023 BBG004DZSW71 10/24/2025 To hold a non-binding, advisory vote to approve the compensation of our named executive officers. SECTION 14A SAY-ON-PAY VOTES ISSUER 1078000 0 FOR 1078000 FOR Ton Strategy Co 92337U302 US92337U3023 BBG004DZSW71 10/24/2025 To hold a non-binding, advisory vote on the frequency of future advisory votes to approve the compensation of our named executive officers. SECTION 14A SAY-ON-PAY VOTES ISSUER 1078000 0 FOR 1078000 FOR Performance Food Group Company 71377A103 US71377A1034 BBG009XW2WB8 11/19/2025 To approve, in a non-binding advisory vote, the compensation paid to our named executive officers. SECTION 14A SAY-ON-PAY VOTES ISSUER 216000 0 FOR 216000 FOR Bill Holdings, Inc. 090043100 US0900431000 BBG00QVJV6V4 12/11/2025 Approve, on a non-binding advisory basis, the compensation paid by us to our Named Executive Officers as disclosed in the Proxy Statement (commonly referred to as ""Say-on-Pay""). SECTION 14A SAY-ON-PAY VOTES ISSUER 220000 0 FOR 220000 FOR Wolfspeed, Inc. 97785W106 US97785W1062 BBG01XLDHDP0 12/16/2025 Advisory (nonbinding) vote to approve executive compensation. SECTION 14A SAY-ON-PAY VOTES ISSUER 81522 0 FOR 81522 FOR Cerence Inc. 156727109 US1567271093 BBG00MMDJG84 02/12/2026 Approval, on a non-binding, advisory basis, of the compensation of the Company's named executive officers, as disclosed in the proxy statement. SECTION 14A SAY-ON-PAY VOTES ISSUER 720000 0 FOR 720000 FOR Amrize Ltd. H2927K103 CH1430134226 BBG01T2JZXN5 04/21/2026 Advisory vote to approve the compensation of the Named Executive Officers for fiscal year 2025 (''Say on Pay Vote''). SECTION 14A SAY-ON-PAY VOTES ISSUER 338000 0 FOR 338000 FOR Amrize Ltd. H2927K103 CH1430134226 BBG01T2JZXN5 04/21/2026 Advisory vote on the frequency of ''Say on Pay Vote''. SECTION 14A SAY-ON-PAY VOTES ISSUER 338000 0 FOR 338000 FOR Amrize Ltd. H2927K103 CH1430134226 BBG01T2JZXN5 04/21/2026 Approval of the maximum aggregate compensation for the Executive Management for fiscal year 2027. SECTION 14A SAY-ON-PAY VOTES ISSUER 338000 0 FOR 338000 FOR Jeld-Wen Holding Inc. 47580P103 US47580P1030 BBG0019GM953 04/22/2026 To approve, on a nonbinding, advisory basis, the resolution on the compensation of our named executive officers. SECTION 14A SAY-ON-PAY VOTES ISSUER 2012044 0 FOR 2012044 FOR Warner Bros. Discovery, Inc. 934423104 US9344231041 BBG011386VF4 04/23/2026 An advisory (non-binding) proposal to approve the compensation that may be paid or become payable to WBD's named executive officers that is based on or otherwise relates to the Merger (the "Compensation Proposal"). SECTION 14A SAY-ON-PAY VOTES ISSUER 760000 0 FOR 760000 FOR CF Industries Holdings, Inc. 125269100 US1252691001 BBG000BWJFZ4 04/28/2026 Advisory vote to approve the compensation of Named Executive Officers ("Say of Pay"). SECTION 14A SAY-ON-PAY VOTES ISSUER 56574 0 FOR 56574 FOR CF Industries Holdings, Inc. 125269100 US1252691001 BBG000BWJFZ4 04/28/2026 Shareholder proposal regarding Shareholder approval requirement for Excessive Golden Parachutes, if properly presented at the meeting. SECTION 14A SAY-ON-PAY VOTES SECURITY HOLDER 56574 0 AGAINST 56574 FOR Yeti Holdings, Inc. 98585X104 US98585X1046 BBG00D8JC882 05/07/2026 The approval, by a non-binding advisory vote, of the compensation paid to YETI's named executive officers. SECTION 14A SAY-ON-PAY VOTES ISSUER 267100 0 FOR 267100 FOR Yeti Holdings, Inc. 98585X104 US98585X1046 BBG00D8JC882 05/07/2026 The approval, by a non-binding advisory vote, of the frequency of future say-on-pay votes (a ""say-on-frequency"" vote). SECTION 14A SAY-ON-PAY VOTES ISSUER 267100 0 FOR 267100 FOR Norfolk Southern Corporation 655844108 US6558441084 BBG000BQ5DS5 05/07/2026 Approval of the advisory resolution on executive compensation. SECTION 14A SAY-ON-PAY VOTES ISSUER 80000 0 FOR 80000 FOR Capital One Financial Corporation 14040H105 US14040H1059 BBG000BGKTF9 05/08/2026 Approve, on a non-binding advisory basis, our Named Executive Officer Compensation (""Say on Pay""). SECTION 14A SAY-ON-PAY VOTES ISSUER 33000 0 FOR 33000 FOR Capital One Financial Corporation 14040H105 US14040H1059 BBG000BGKTF9 05/08/2026 Stockholder proposal requesting shareholder approval requirement for Excessive Golden Parachutes. SECTION 14A SAY-ON-PAY VOTES SECURITY HOLDER 33000 0 AGAINST 33000 FOR P G & E Corporation 69331C108 US69331C1080 BBG000BQWPC5 05/21/2026 Advisory Vote to Approve Executive Compensation. SECTION 14A SAY-ON-PAY VOTES ISSUER 1125000 0 FOR 1125000 FOR Pinterest, Inc. 72352L106 US72352L1061 BBG002583CV8 05/21/2026 To approve, on a non-binding advisory basis, the compensation of our named executive officers (""say-on-pay""). SECTION 14A SAY-ON-PAY VOTES ISSUER 590000 0 FOR 590000 FOR Pinterest, Inc. 72352L106 US72352L1061 BBG002583CV8 05/21/2026 To approve, on a non-binding advisory basis, the frequency of future advisory votes to approve our named executive officers' compensation (""say-on-frequency""). SECTION 14A SAY-ON-PAY VOTES ISSUER 590000 0 FOR 590000 FOR Solstice Advanced Materials, Inc. 83443Q103 US83443Q1031 BBG01X5744P5 05/22/2026 An advisory, non-binding vote to approve executive compensation. SECTION 14A SAY-ON-PAY VOTES ISSUER 325000 0 FOR 325000 FOR Solstice Advanced Materials, Inc. 83443Q103 US83443Q1031 BBG01X5744P5 05/22/2026 An advisory, non-binding vote to approve the frequency of the advisory vote on executive compensation. SECTION 14A SAY-ON-PAY VOTES ISSUER 325000 0 FOR 325000 FOR UnitedHealth Group, Inc. 91324P102 US91324P1021 BBG000CH5208 06/01/2026 Advisory Approval of the Company's Executive Compensation. SECTION 14A SAY-ON-PAY VOTES ISSUER 33000 0 FOR 33000 FOR Warner Bros. Discovery, Inc. 934423104 US9344231041 BBG011386VF4 06/09/2026 To vote on an advisory resolution to approve the 2025 compensation of our named executive officers, commonly referred to as a ""Say on Pay"" vote. SECTION 14A SAY-ON-PAY VOTES ISSUER 760000 0 FOR 760000 FOR Generac Holdings, Inc. 368736104 US3687361044 BBG000PQ4W72 06/11/2026 To approve, on an advisory, non-binding basis, the compensation of our executive officers. SECTION 14A SAY-ON-PAY VOTES ISSUER 77000 0 FOR 77000 FOR Block, Inc. 852234103 US8522341036 BBG0018SLC07 06/16/2026 To approve, on an advisory basis, the compensation of our named executive officers. SECTION 14A SAY-ON-PAY VOTES ISSUER 30000 0 FOR 30000 FOR